10/22/2019
JM Finn makes directorial hire from Rathbones
He will be based at the firm’s the London office.
Executive Moves
10/21/2019
Investment firm Multrees expands Edinburgh base
Multrees Investor Services is eyeing a growth push to tackle Scotland’s digital skills gap as it expands into larger Edinburgh premises.
10/21/2019
Acin head of Asset Management division
Peter Irvine, Head of Product, says: “The appointment of Paul is another critical step forward for Acin as we expand our offering across the financial services sector.
10/21/2019
Nutmeg CIO exits for ‘one of the biggest financial firms in the world’
Stead adds Port is now leaving Nutmeg “to start an exciting new role for one of the biggest and most well-known financial services firms in the world”, without giving further details.
10/21/2019
Multrees turns to apprentices as company expands
The company, which also has an office overlooking St Paul’s Cathedral in London, is committed to employing “more apprentices than ever before” to help meet demand in areas such as data management and operational analysis.
10/18/2019
Brown Shipley creates investment role for Coutts director
Brown Shipley has hired Shanti Kelemen to take up a director post within its investment office.
10/18/2019
SJP makes corporate and fund board appointments
Fund board appointments scrape in just before FCA deadline
10/18/2019
BNP Paribas appoints new head of wealth management in Italy
The French bank said it planned to hire more private bankers in Italy.
10/17/2019
Peter Babej to lead Citi’s Asia-Pacific division as it plans China growth
New York-headquartered bank has made mark with high-profile listings in region
10/17/2019
Loss-Making KBL Boutique Slims Down
His departure follows a much wider loss of 10 million euros ($11 million) at the 149-year-old wealth manager last year, from 300,000 euros in 2017, as finews.com reported in August.
10/17/2019
Zug advisory firm appoints new CEO
Previously the role of CEO was carried out by the firm’s founders Hans-Peter Bauer and Adrian Schenker.
10/17/2019
Brooks Macdonald appoints Niall O’Connor as Fund Manager of the IFSL Brooks Macdonald Defensive Capital Fund
The Fund will benefit from Richard’s deep investment expertise and 30 years of industry experience.
10/17/2019
UBS managing director Choo Oi Yee to join digital securities startup iSTOX
iSTOX was admitted into the Monetary Authority of Singapore's FinTech Regulatory Sandbox in May this year, and aims to become fully operational next year after graduating from the sandbox in early-2020.
10/17/2019
Brooks Macdonald co-founder to step down after 28 years
Jon was a founding director of Brooks Macdonald in 1991
10/17/2019
Brooks Macdonald makes three senior hires in Leeds
John Wallace, Co-Head of UK Investment Management, says: “The strength of Brooks Macdonald’s relationships with advisers and clients is founded on having the best people.
10/17/2019
Raymond James adds Cumbria wealth adviser
On joining Raymond James, Levens says: “Raymond James provides me with robust compliance oversight and award-winning research, while providing my clients with the security of a large parent company.
10/17/2019
Zurich WM appoints new senior partner
CEO and founder of Helvetic Trust, Kaspar Grob, said: ‘With Remy Schraner, we can cover an increasingly important area of ​​sustainable investments with the highest level of competence.’
10/16/2019
Newcastle firm appoints senior wealth manager after buyout
Newcastle-based Tier One Capital has hired Michael Carrick as a senior wealth manager, following the acquisition of his advice firm.
10/16/2019
Vistra Strengthens Executive Leadership Team with Two New Appointments
Vistra Strengthens Executive Leadership Team with Appointments of New Chief Commercial Officer and Regional Managing Director of UK, Ireland, Channel Islands, and Middle East
10/16/2019
Babbe expands Private Wealth team with new appointment
Miss Boudra recently completed her Legal Practice Course with Distinction at the University of Law.